Cetera OSJ Wilde Wealth welcomes $400M advisor from UBS

Cetera OSJ Wilde Wealth welcomes $400M advisor from UBS
Drew Kliber of the W Family Office Division at Wilde Wealth Management.
The veteran with nearly three decades of experience will lead the Arizona-based firm's newly established family office division.
SEP 12, 2024

One of the largest businesses in Cetera's broker-dealer network has strengthened its talent pool with a veteran hire from UBS. 

Wilde Wealth Management Group, an independent firm within Cetera Advisors, has welcomed Drew Kliber to lead its newly formed W Family Office Division.

The new W Family Office Division will focus on serving high-net-worth clients with investable assets between $5 million and $10 million. Kliber will lead the division in offering a range of tailored wealth management and investment services.

“Drew is uniquely qualified to lead our efforts to extend Wilde Wealth’s capabilities and services to more high-net-worth and ultra-high-net-worth clients,” Trevor Wilde, founder and CEO of Wilde Wealth Management, said in a statement. “With an outstanding reputation and a proven track record of success serving clients with complex financial and investment needs, Drew is the right leader at the right time to step into this important role.”

Kliber, who previously managed nearly $400 million in assets at UBS, brings almost three decades of experience in financial services to Wilde Wealth, including roles at Smith Barney and UBS. He has also been recognized for seven consecutive years on the Forbes Best-in-State Wealth Advisors in Arizona list.

Wilde Wealth currently manages more than $3.6 billion in assets, and its advisors have been part of the Cetera Advisors network since 2007. In May, the Cetera OSJ took a pivotal step in its growth journey by elevating two longtime of its longtime advisors to its ownership group.

“The business Trevor and the team have built at Wilde Wealth is the epitome of excellence in our industry, and I’m honored to join such a respected, talented, and capable team of professionals,” Kliber said.

High-net-worth clients have unique investment and wealth management needs, and I look forward to working in collaboration with the Wilde Wealth team to serve these clients and help them meet their financial goals.”

 

Latest News

RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence
RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence

Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.

Top Commonwealth advisor to recruiters: Stop with the cold calls already!
Top Commonwealth advisor to recruiters: Stop with the cold calls already!

“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.

Blue Owl Capital, Voya strike private market partnership for retirement plans
Blue Owl Capital, Voya strike private market partnership for retirement plans

The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.

Why AI notetakers alone can't fix 'broken' advisor meetings
Why AI notetakers alone can't fix 'broken' advisor meetings

Wealth tech veteran Aaron Klein speaks out against the "misery" of client meetings, why advisors' communication skills don't always help, and AI's potential to make bad meetings "100 times better."

Morgan Stanley, Goldman, Wells Fargo to settle Archegos trades lawsuit
Morgan Stanley, Goldman, Wells Fargo to settle Archegos trades lawsuit

The proposed $120 million settlement would close the book on a legal challenge alleging the Wall Street banks failed to disclose crucial conflicts of interest to investors.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.